Manage Email Notification Rules page

You can set up rules to automatically send email notifications based on different changes to actions and topics or create a rule to remind users when an action’s completion date is near, due, or overdue.

General activities

The Manage Email Notification Rules page shows all the defined email notification rules and allows you to add, edit, and delete rules.

The following links appear at the top of the page and affect the entire page:

  • Add Email Notification Rule to define a new rule.
  • Back to return to the Edit Topic Workflow Configuration page.
  • Columns to select the columns and sort order for the Manage Email Notification Rules page.
  • Print to send a PDF version of the Manage Email Notification Rules table to your printer.
  • Download to send the Manage Email Notification Rules table to your PC in the format you specify.

The Notification Reason filter appears at the top of the page and limits the email notification rules table to rules that have been added for the selected notification reason.

Row-specific activities

The following menu options are available from the Row Action menu (Row Action menu icon), and affect an individual row in the table:

  • Edit to modify the email notification rule.
  • Delete to delete the email notification rule.

Field descriptions—Manage Email Notification Rules page

Field Description

ID

Email notification rule identifier.

Rule Name

Email notification rule name.

Notification Reason

The activity selected to initiate an automated email notification.

You can define multiple rules for each email notification reason.

Message Subject

Email subject line.

Message Text

Email text.

Send To

Message recipients:

Note: Users must have an email address associated with their username to receive emails.